Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $199,198 |
GALLINA LLP2+ years Service code 10 · EIN 94-2147510 | Accounting | $15,000 |
DAVID JOSEPH ZUERCHER2+ years Service code 28 · EIN 45-5729777 | Investment Management | $10,000 |
LEN MCCANDLISS2+ years Service code 28 · EIN 55-4520548 | Investment Management | $10,000 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 28 · EIN 94-2455733 | Investment Management | $8,000 |
SKY BLUE SERVICES INC.1 year Service code 28 · EIN 81-0942530 | Investment Management | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,645 | $90,410-52.8% | $91,004-53.1% | $77,958-45.3% |
| Participation rate | 74.9% | 86.4%-11.5pp | 75.6%-0.7pp | 71.6%+3.3pp |
| Annual return | 10.28% | 21.34%-11.1pp | 4.60%+5.7pp | 20.87%-10.6pp |
| Employer contribution / active EE | $4,055 | $3,392+19.6% | $2,456+65.1% | $2,310+75.5% |
| Participant deferral / active EE | $0 | $4,816-100.0% | $3,548-100.0% | $3,537-100.0% |
| Admin fee / account holder | $155 | $79+96.3% | $5,417-97.1% | $97+59.1% |